How do I transfer money to same bank?

WEB

1. Go to “Payments & Transfers” in the Menu ladder at the left side of your screen.
2. Click the “Same Bank Transfer” , then the transfer request form will be displayed.
3. Select the account to transfer from.
4. Fill the form of details required. Provide beneficiary details. You may select beneficiary from the address book by clicking the “View Address Book” button. A list of beneficiaries will be displayed on the left side. Then, you may add a new beneficiary by clicking the "+" (add) icon in the beneficiary account name. 
5. Provide transfer details as suggested on the form. 
6. Once form has been completely filled out, click the “Next”
7. Transaction confirmation screen will be displayed. Review and confirm. If all is correct, click the “Submit” button. Otherwise, click “Back” button to cancel or update the transaction details.
8. For transaction verification, you will receive a One-Time PIN (OTP). Key it in on the OTP verification screen. Then, Click "Submit". Click “Resend OTP” if you did not receive the OTP.
9. Finally, an acknowledgement page will display with transaction reference number. You may print, email and copy the completed transaction.
10. Click “Done” to return to same bank transfer initial page.

Click here for a short How-To video clip.

MOBILE

1. Tap Menu and go to “Payments & Transfers”.
2. Tap “Same Bank Transfer”, then the transfer request form will be displayed.
3. Select the account to transfer from.
4. Fill the form of details required. Key in the beneficiary details. You may select beneficiary from the address book by tapping the “View Address Book” button. A list of beneficiaries will be displayed on the left side. Then, you may add a new beneficiary by clicking "+" (Add) icon in the beneficiary account name.
5. Provide transfer details as suggested on the form. 
6. Once form has been completed, tap the “Next” button.
7. Transaction confirmation screen will be displayed. Review and confirm. If all is correct, click the “Submit” button. Otherwise, click “Back” to cancel or update the transaction details.
8. For transaction verification, you will receive a One-Time PIN (OTP). Key it in on the OTP verification screen.
9. Finally, an acknowledgement page will display with transaction reference number. You may print, email, and copy the completed transaction.
10. Click “Done”  to return to same bank transfer initial page.

Tips:

• If you will do the same transaction in the future, to save some time, you may save the transaction as a template. To save the transaction as a template, type in your preferred template name on the template field and click “Save”.
• You may tag or categorize the transaction to narrow down your search filter for reporting. To categorize the transaction, click “Tag the transaction”.

• To download or email the transaction receipt, click “Options”.